据716家对冲基金二季度13F报告显示,二季度,微软成为最受青睐的标的,基金持仓增加120亿美元至470亿美元,桥水成为微软的最大增持方;而中概股阿里巴巴遭遇最大规模减仓,持仓价值下降15.5亿美元,桥水领衔减持。从行业配置看,科技股占其投资组合最大权重,达23%,金融股以17%位居第二。在被市场称为“历史级别”而二季度中,对冲基金大举押注微软等科技巨头,而中概股阿里巴巴则遭遇大规模减仓。尽管...
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